Financial Professional

Part-time/Full-time
Remote within US
$50,000-100,000/yr

Job description

MUST RESIDE IN USA.
Read Full Description:
The position can be fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company. Our office is growing rapidly all across the continental United States. We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the needs of clients.
You do not have to quit your current job if you join us with any of these options
Responsibilities

  • Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage for some of these following:
    Protect Assets/Funds
    Build and Leave a Legacy
    Index Strategies
    Debt Management Services
    Estate Planning
    Life Insurance
    Annuities
    Final Expense
    Experience
    No financial experience is required before joining as you will learn everything hands on. However, if you have any of these skill sets or experience it will help you move quickly in the company:
  • Leadership/Managerial
  • Public Speaking
  • Customer Service
  • Sales
  • Marketing
  • Accounting/Software
  • Entrepreneurship
    Benefits
    Flexible schedule, start as little as 10 hours/week
    Performance-based pay with uncapped ceiling on income
    Leads - We teach warm & cold market, we don’t have you buy leads
    It can be done in person, OR 100% remote with Zoom as the platform
    You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.
    Daily training/coaching
    Mandatory Qualifications
  • If you don’t have a Life & Health Insurance License, You must be willing and able to study and pass for whichever state you’re residing in. We will help you throughout this process so you can be completely certified if you’re not.
  • Must pass a background check (No Felonies)
  • Must have or be able to obtain a U.S Social Security Number
  • Must currently reside in the United States during the initial hiring and licensing process
  • Must be 18+ years old (This is a Federal Requirement)
    Job Types: Full-time, Part-time
    Benefits:
    Flexible schedule

More information

Minimum education level

High school or equivalent

Experience level

Entry-level or graduates

Job skills

Financial Analysis

Investment Strategies

Risk Management

Client Relationship Management

Regulatory Compliance

Portfolio Management

Market Research